Resources

Below are some useful financial planning calculators and tools to help you better understand your options so you can take action to secure your financial future and lifestyle.

Caution: These calculators are provided by Proviso and are not provided, approved or endorsed by Charter Financial Planning Limited. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

If you're aged between 55 and 65, a 'Transition to Retirement' pension allows you to access your super while you're still working, full time or part time.

This calculator helps you to estimate the optimal contributions and pension drawdowns for your situation, and provide a guide if a Transition to Retirement pension will be of benefit to boosting your retirement savings and lifestyle.

Our Insurance Needs tool can help you determine how much cover you may need to protect your family if you become sick, injured or die.

Simply enter some basic personal details such as your date of birth, and financial details such as savings, mortgage, and any existing cover you may have. You will then get an outline of the different cover options and levels, you can then adjust the levels of cover to suit different situations.

If you contribute more to your super, should you do this before or after tax, and what's the impact on your super? Use this calculator to optimise your additional contributions and understand the impact at retirement.

The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Charter Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.